WEC

Winslow Evans & Crocker Portfolio holdings

AUM $528M
1-Year Est. Return 31.01%
This Quarter Est. Return
1 Year Est. Return
+31.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,355
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$758K
3
+$665K
4
YUMC icon
Yum China
YUMC
+$664K
5
SNCR icon
Synchronoss Technologies
SNCR
+$548K

Top Sells

1
+$1.2M
2
+$1.16M
3
+$1.12M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$972K
5
AAPL icon
Apple
AAPL
+$897K

Sector Composition

1 Technology 16.58%
2 Healthcare 12.59%
3 Financials 10.96%
4 Energy 9.37%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$30.2K 0.01%
830
-146
652
$30K 0.01%
1,410
+900
653
$29.6K 0.01%
470
+25
654
$29.6K 0.01%
412
655
$29.6K 0.01%
786
656
$29.3K 0.01%
20
657
$29.1K 0.01%
1,116
658
$29K 0.01%
2,000
659
$28.5K 0.01%
626
660
$28.5K 0.01%
468
661
$28.5K 0.01%
904
-62
662
$28.5K 0.01%
2,000
-42,800
663
$28.2K 0.01%
650
+470
664
$28K 0.01%
478
665
$27.9K 0.01%
1,870
+1,070
666
$27.6K 0.01%
1,768
667
$27.2K 0.01%
110
+50
668
$27.1K 0.01%
828
669
$27K 0.01%
800
670
$26.8K 0.01%
700
671
$26.5K 0.01%
898
+602
672
$26K 0.01%
1,126
-42,030
673
$25.8K 0.01%
540
674
$25.8K 0.01%
1,446
675
$25.7K 0.01%
1,426
25 26
27
28 29